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Many Americans Retire Earlier Than Planned—Often Not by Choice—Allianz Life Study Finds
MINNEAPOLIS--(BUSINESS WIRE)--While many Americans expect to work longer to strengthen their retirement outlook, the reality is often different. A significant number leave the workforce earlier than planned—often due to circumstances outside their control, according to the 2026 Annual Retirement Study* from the Allianz Center for the Future of Retirement, part of Allianz Life Insurance Company of North America (Allianz Life). While 53% of retired Americans say they retired about when they expec...
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Capitalize and Crypto.com Announce New Partnership to Unlock 401(k) Rollover Savings
NEW YORK--(BUSINESS WIRE)--Crypto.com, the global digital asset and financial services platform, and Capitalize, the industry’s leading platform for digital retirement account transfers, today announced a new partnership to help Crypto.com users consolidate legacy employer-sponsored retirement accounts such as 401(k)s. Through the partnership, Crypto.com has integrated Capitalize’s Embedded Rollover API, enabling its customers to seamlessly transfer legacy 401(k) accounts into Individual Retire...
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ConsumerDirect Expands Executive Team with Appointment of Gary Lu, CPA as Chief Financial Officer
IRVINE, Calif.--(BUSINESS WIRE)--ConsumerDirect Inc., an industry leader in helping consumers manage their credit, money, and privacy, today announced the appointment of Gary Lu, CPA as Chief Financial Officer. Mr. Lu brings more than two decades of financial, accounting, and operational leadership across public companies, high-growth fintech, and Fortune 500 enterprises. In his role as Chief Financial Officer, Mr. Lu will oversee the company’s financial operations, including cash and revenue m...
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Mariner Available in Nitrogen Partner Store, Expanding Access to Custom Portfolio Solutions
AUBURN, Calif.--(BUSINESS WIRE)--Nitrogen, an AI-powered suite of products for financial advisors, and Mariner, a national financial service firm, announce the addition of Mariner’s portfolio solutions into Nitrogen’s Partner Store. This enhances advisors’ ability to align portfolios with client risk preferences while expanding the range of solutions available within a single, integrated experience. Through this integration, advisors using Nitrogen can access select Mariner portfolio solutions...
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2026 Charles Schwab Challenge Champion’s Prize Revealed as 1982 Schwab Scrambler
WESTLAKE, Texas--(BUSINESS WIRE)--Charles Schwab today unveiled the 2026 Charles Schwab Challenge Champion’s Prize: a fully restored 1982 Schwab Scrambler. As one of the most unique trophies on the PGA TOUR, this iconic vehicle will be awarded to the winner of the PGA TOUR event held at the Colonial Country Club from May 27 – 31, 2026, in Fort Worth, Texas. The 1982 Scrambler celebrates a pivotal milestone for investors as the year Schwab introduced the 24/7 order entry and quote service to the...
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Northern Trust Peer Study: Asset Owners Focus on Data and Operating Model Resilience Amid Digital Disruption
CHICAGO & LONDON--(BUSINESS WIRE)--Northern Trust released its second annual Asset Owner Peer Study focused on the investment strategies and challenges faced by institutional investors....
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Alto and FarmTogether Partner to Bring Sustainable Farmland Investing to Self-Directed IRAs
NASHVILLE, Tenn.--(BUSINESS WIRE)--Alto, a leading self-directed IRA platform bringing private markets to individual retirement portfolios, announced a new investment opportunity with FarmTogether, a farmland investment manager providing investors with access to high-quality U.S. agricultural real assets. The FarmTogether Sustainable Farmland Fund, LP is now available on the Alto Marketplace, Alto's curated platform, where accredited investors can discover and invest in alternative assets direc...
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Janus Henderson Investor Survey Reveals How Investors View AI: As an Investment Theme and for Financial Guidance
DENVER--(BUSINESS WIRE)--Janus Henderson Investors today released the findings of its 2026 Investor Survey, which explores investor perceptions of artificial intelligence (AI). The research reveals that while more than half of investors (61%) expect AI to have a positive long-term impact on markets, 9 out of 10 investors have at least some concerns about investing in AI. The most common investor concern is that AI may not deliver on expectations (28%), followed by bias, misuse or insufficient s...
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Large Mortgage Lenders Rapidly Switch to VantageScore 4.0 Credit Score, Millions More Creditworthy Consumers Available for Loans
SAN FRANCISCO--(BUSINESS WIRE)--Large mortgage brokers who have switched to VantageScore now report significantly improved pricing, eligibility and more approvals for creditworthy borrowers. Last week, many of the largest mortgage lenders in the U.S., such as United Wholesale Mortgage and NewRez, publicly shared for the first time their positive experiences with VantageScore 4.0 for conforming mortgages. One broker cited the ability to help borrowers secure “better interest rates, better terms,...
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Barings Closes Over $19 Billion for Global Direct Lending Strategy
CHARLOTTE, N.C.--(BUSINESS WIRE)--Barings, one of the world’s leading global alternative investment managers, today announced the successful close of over $19 billion in committed capital for its Global Direct Lending strategy, garnering interest from a diverse group of institutional, insurance and wealth clients. The two-year fundraising period coincided with strong and sustained deployment activity, including over $18 billion across 355 transactions globally. “We are thrilled to reach this mi...